Where accounting rigor meets real market experience. Advisory services built on actual capital markets participation โ not just textbook knowledge.
Most CPAs advise on capital markets transactions from a purely academic perspective. Kurt Simmons brings a rare combination of Big Four audit experience, capital markets background, and active participation in derivatives, futures, and digital asset markets.
This means when you're navigating complex financial instruments โ options strategies, futures contracts, crypto DeFi protocols, or Section 1256 elections โ you're working with an advisor who understands the mechanics from the inside.
Expert guidance for companies subject to SEC reporting requirements, including large accelerated filers.
Tax strategy and accounting for options, futures, swaps, and structured products with practitioner-level insight.
Comprehensive crypto and DeFi advisory from someone who actively participates in digital asset ecosystems.
Preparing companies for public markets with the financial reporting infrastructure investors and regulators demand.
Kurt Simmons' background includes FINRA examinations. This transparency reflects our commitment to operating with the highest ethical standards in all capital markets advisory work.
Verify on FINRA BrokerCheck โSchedule a consultation to explore how our capital markets expertise can support your business goals, whether you're navigating SEC compliance, optimizing trader taxation, or preparing for a major transaction.